Our firm

A tradition of trust

RBC Estate & Trust Services has strong history and has been proudly serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity services, tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.

We offer you

Assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement your estate and trust plans

Financial security and peace of mind in the management of your affairs as you grow older

Professional and impartial expertise in delivering estate, trust and incapacity services

How do we work with you?

Our Estate & Trust professionals located across Canada, have a reputation for trust, fiduciary insight and personalized client service. They follow a disciplined process to customize a solution for your unique needs and family circumstances. They are skilled specialists committed to excellence in their field.

Discovery

Through our discovery process, we gain a deeper understanding of your specific circumstances to identify what is important to you.

Strategy & solutions

We analyze that information and work with you (and your other advisors), to design a customized strategy with thoughtful and creative solutions tailored to your needs, drawing on our fiduciary expertise.

Ongoing service

Our Estate & Trust professional is always available to provide you updates and guidance throughout the duration of our partnership.